401(k) · DOL Form 5500 · 2022

Corporex Realty & Investment LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,399
Participants Near avg headcount
78th
Percentile by assets National rank
$15,399
Avg per participant Low balance/head
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Official DOL plan name: Corporex Family of Companies 401(k) Plan · Sponsored by Corporex Realty & Investment LLC · Kentucky · Real Estate

$22M in assets, 1,399 participants

Corporex Realty & Investment LLC's Corporex Family of Companies 401(k) Plan reported $22M in total assets and 1,399 participants in its 2022 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,554 in Real Estate (5,057 peers)

Coverage in Kentucky

Corporex Family of Companies 401(k) Plan covers 1,399 participants in Kentucky, 2.2x the typical Kentucky plan (state average ~647 per filing). Assets: $22M.

#4,554
in Real Estate (5,057 peers)
-18.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Corporex Family of Companies 401(k) Plan's outsized position by total assets

Corporex Family of Companies 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,542,825 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Corporex Family of Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Corporex Family of Companies 401(k) Plan lands in the large band (1,399 participants).

EBSA filing schedule strip

Filing strip 610670372 · Corporex Realty & Investment LLC PY 2022 · 401(k)

Corporex Family of Companies 401(k) Plan · $22M · 1,399 · 78th

  • IND $22M
  • EOY 1,399
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Savings Plan for Employees of Pennichuck Corporation
  • EIN ind #4554

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Kentucky →

Corporex Family of Companies 401(k) Plan in the asset neighbourhood

Aristotle International, Inc. 401(k) Profit Sharing PlanAristotle International, Inc…$22MCorporex Family of Companies 401(k) PlanCorporex Family of Companies…$22MSavings Plan for Employees of Pennichuck CorporationSavings Plan for Employees o…$22MWayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) PlanWayne Perry, Inc. and Fuelin…$22MLivingston Healthcare 401(k) PlanLivingston Healthcare 401(k)…$22M
End-of-year total assets ($M) among Corporex Family of Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN610670372
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corporex Realty & Investment LLC)

Sponsor-wide plan assets over time

All Corporex Realty & Investment LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 43.10256895277198% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $30.8M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 1,399 $22M
2023 1 1,544 $27M
2024 1 1,511 $31M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Corporex Family of Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Corporex Family of Companies 401(k) Plan, Total assets ($B): 0.021542825 · Participants: 1399Corporex Family of Companies 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Corporex Family of Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Corporex Family of Companies 401(k) Plan side-by-side with 3 peers →

Corporex Family of Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Savings Plan for Employees of Pennichuck Corporation in NH ($22M); by covered participants it is Kaizen Dining 401(k) Plan & Trust in CA (1,399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,399 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Corporex Family of Companies 401(k) Plan assets move in 2022? ▼
Corporex Family of Companies 401(k) Plan declined sharply - down 18.9% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Corporex Realty & Investment LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corporex Realty & Investment LLC's sponsor-wide assets grew 43.1%, from $22M to $31M.
Where does Corporex Family of Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Corporex Family of Companies 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Corporex Family of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for Employees of Pennichuck Corporation in NH ($22M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Corporex Family of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaizen Dining 401(k) Plan & Trust in CA (1,399 participants, $136K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610670372.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.